MGO (Macias Gini & O'Connell LLP)

Insurance

• Do accounting & assurance functions for clients
• Plan, budget, execute & manage client engagements and/or audits
• Prepare reporting products and billing worksheets
• Complete & deliver services timely and efficiently
• Oversee lower-level associates, provide feedback, and conduct performance reviews
• Resolve issues independently and identify opportunities to grow services to clients
• Monitor and manage hourly yields for billings and pursue cost savings
• Communicate with associates, HQ personnel, management, partners, and clients
• Participate in professional associations and assist in firm management/administration/personnel functions as assigned
• Limited national travel to client sites and office events/trainings

Assurance Supervisor

• Responsible for financial statement audit engagements for both public and private companies across various industries
• Understand and recognize potential audit issues through analysis of relevant documentation
• Clearly and accurately document the execution of specific audit procedures in accordance with the engagement objectives, budgeted time frame, and appropriate standards
• Demonstrate an approachable, professional and competent demeanor in the client's environment
• Maintain a strong client focus; respond to client requests in a friendly and efficient manner and develop/maintain productive working relationships with client personnel
• Collaborate with team members in setting goals and assuming responsibilities
• Contribute ideas/opinions to the audit teams and listen/respond to other team members' views
• Pursue professional development opportunities, including external and internal training and professional association memberships, and share information gained with co-workers
• This role will require some travel to and from client sites

Experienced Assurance Associate

• Perform advanced level accounting functions related to tax specifications and perform as a lead by assigning work and providing guidance to lower level associates.
• Advise clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance.
• Identify different methods of complying with tax regulations while acting as the primary client contact for complex tax issues.
• Apply knowledge to understand potential tax issues, and recognizing and communicating potential risks and potential changes in the tax policy.
• Manage engagements: project management, billing, ensure QC standards.
• Develop engagement team: prepares seniors to the next level; supervise and train staff to prepare returns.
• Efficiently review engagement work papers and tax returns for Partnerships and high net worth individuals.
• Develop expertise in responding to tax authority notices and client representation.
• Oversee and supervise multiple engagements in progress simultaneously; manage client accounts including billing, fee analysis and new service development.
• Research complex tax matters and clearly communicate findings and recommendations.
• Identify new business development opportunities and assist in growing existing client services.

Tax Manager – Credits and Incentives

• Perform intermediate level accounting functions related to tax specifications
• Utilize research skills and apply tax foundational knowledge to understand potential tax issues
• Gather client information necessary for filing and work with clients to collect required data
• Participate in tax planning and recognize and communicate potential risks
• Prepare tax accrual work papers and work with tax software applications to complete tax returns for review
• Work with the tax team to prepare and learn to review tax returns
• Provide timely, high quality client service that meets or exceeds client expectations
• Recognize and inform senior management of opportunities to increase level and types of services to clients
• Ensure professional development through ongoing education and obtaining additional certifications
• Handle routine client tax questions and complete research and special projects as needed
• Perform other duties as assigned by Seniors, Managers, or Partners
• Overtime during busy season; minimal hazards

Experienced Tax Associate

• Prepare and review complex tax returns for individuals, corporations, partnerships, trust & estate and other entities
• Conduct tax research and provide technical support on various tax issues
• Assist with tax planning and advisory services for clients
• Ensure compliance with federal, state, and local tax regulations
• Identify and communicate tax planning opportunities to clients
• Develop and maintain strong client relationships
• Mentor and train junior staff members
• Stay current with changes in tax laws and regulations
• Participate in special projects and other duties as assigned

Senior Tax Associate

Account Manager

• Performs the daily, weekly, monthly and yearly bookkeeping activities of the assigned “basic” client
• Identify and help solve engagement (job) technical issues, anomalies, non-routine items
• Conducts self in a professional manner related to all client communications and interactions
• Conducts self in a professional manner related to all engagement team communications and interactions
• Receives, enters, approves, and, when necessary, investigates client's accounts payable invoices
• Communicates (both in verbal and written form) with clients, client suppliers, vendors, and banking contacts
• Handles client mail
• Prepares appropriate schedules and reports as requested by clients and managers/partners
• Deposits accounts receivables into client bank accounts
• Handles client payroll
• Books journal entries
• Assists accountants on tax return preparation
• Generates 1099's

Senior Account Manager

• Provide hands-on, day-to-day audit support as part of engagement teams
• Perform financial statement audits for state and local government entities
• Understand and recognize potential audit issues through analysis of relevant documentation
• Clearly and accurately document execution of specific audit procedures per engagement objectives and standards
• Maintain strong client focus and develop productive working relationships with client personnel
• Collaborate with team members, contribute ideas, and assume responsibilities
• Pursue professional development opportunities and share information with co-workers
• Travel to client sites as required